Workflow Templates

Intro: The purpose of this workflow is to simply convert you planned Grocery delivery confirmation email to a Google Calendar event in your family calendar. While based on a Monoprix.fr email format, it is applicable/adaptable to almost anything else. How it works: It is triggered by reception of the confirmation email on your Gmail. The workflow then extracts relevant data using ChatGPT, formats it, and creates a Google Calendar event. Steps to use it: Import template in your n8n Update credentials for Gmail, Google Calendar, and ChatGPT Test workflow based on confirmation email received Activate workflow

🤖AI & Machine Learning

beginner

3 nodes197 views

AI Testimonial Extractor Agent: Feedback to Marketing Gold

by Yaron Been

Transform raw customer feedback into powerful testimonial quotes automatically. This intelligent workflow monitors feedback forms, uses AI to identify and extract the most emotionally engaging testimonial content, and organizes everything into a searchable database for your marketing campaigns - turning every piece of customer feedback into potential marketing assets. 🚀 What It Does Smart Feedback Monitoring: Automatically detects new customer feedback submissions from Google Forms and triggers testimonial extraction within minutes. AI-Powered Quote Extraction: Uses Google Gemini to analyze feedback and extract short, emotionally engaging testimonial quotes while filtering out neutral or irrelevant content. Marketing-Ready Output: Focuses on impactful phrases and statements that work perfectly for websites, social media, ads, and sales materials. Automated Database Building: Creates and maintains a searchable testimonial library in Google Sheets with customer details and extracted quotes. Instant Team Notifications: Sends immediate email alerts to your marketing team with new testimonials, ensuring no valuable social proof goes unused. 🎯 Key Benefits ✅ Never Miss Marketing Gold: Automatically extract value from every feedback submission ✅ Save 8+ Hours Weekly: Eliminate manual review of feedback for testimonials ✅ Build Social Proof Library: Create searchable database of customer quotes ✅ Boost Conversion Rates: Use authentic testimonials across marketing campaigns ✅ Identify Happy Customers: Spot satisfied clients for case studies and referrals ✅ Scale Content Creation: Generate testimonials faster than customers submit feedback 🏢 Perfect For Businesses Needing Social Proof E-commerce stores showcasing product satisfaction SaaS companies highlighting user success stories Service businesses building trust and credibility Coaches and consultants demonstrating client results Marketing Applications Website Content**: Populate testimonial sections automatically Social Media**: Create quote posts and success story content Sales Materials**: Include powerful customer quotes in proposals Email Marketing**: Add authentic testimonials to campaigns ⚙️ What's Included Complete Workflow Setup: Ready-to-deploy n8n workflow with all integrations configured Google Forms Integration: Automatically processes new feedback submissions AI Quote Extraction: Google Gemini identifies most impactful testimonial content Database Management: Organized Google Sheets storage with customer information Team Notifications: Instant email alerts to marketing team members Setup Documentation: Complete configuration and customization guide 🔧 Technical Requirements n8n Platform**: Cloud or self-hosted instance Google Workspace**: For Forms, Sheets, and Gmail integration Google Gemini API**: For AI-powered testimonial extraction (free tier available) Customer Feedback**: Existing or new feedback collection process 📊 Before & After Examples Before (Raw Customer Feedback): "I was really struggling with managing my team's projects and keeping track of all the deadlines. Everything was scattered across different tools and I was spending way too much time just trying to figure out what everyone was working on. Since we started using your project management software about 6 months ago, it's been a complete game changer. Now I can see everything at a glance, our team communication has improved dramatically, and we're actually finishing projects ahead of schedule. The reporting features are amazing too - I can finally show my boss concrete data about our team's productivity. I honestly don't know how we managed without it. The customer support team has been fantastic as well, always quick to help when we had questions during setup." After (AI Extracted Testimonial): "Complete game changer - now I can see everything at a glance, our team communication has improved dramatically, and we're actually finishing projects ahead of schedule." Healthcare Example: Raw Feedback: "I had been dealing with chronic back pain for over 3 years and had tried everything - physical therapy, medication, different doctors. Nothing seemed to help long-term. When I found Dr. Martinez, I was honestly pretty skeptical because I'd been disappointed so many times before. But after our first consultation, I felt hopeful for the first time in years. She really listened to me and explained everything clearly. The treatment plan she developed was comprehensive but manageable. Within just 2 months, I was experiencing significant pain reduction, and now after 6 months, I'm practically pain-free. I can play with my kids again, sleep through the night, and even started hiking on weekends. Dr. Martinez didn't just treat my symptoms - she helped me get my life back." Extracted Testimonial: "Within just 2 months, I was experiencing significant pain reduction, and now I'm practically pain-free. Dr. Martinez didn't just treat my symptoms - she helped me get my life back." 🎨 Customization Options Industry-Specific Extraction: Tailor AI prompts for healthcare, technology, finance, retail terminology Quote Length Control: Adjust extraction for short punchy quotes vs longer detailed testimonials Sentiment Targeting: Focus on specific emotions like excitement, relief, satisfaction, transformation Multi-Channel Forms: Connect multiple feedback sources to one testimonial database Approval Workflows: Add human review step before testimonials go live CRM Integration: Connect extracted testimonials to customer records 🔄 How It Works Customer submits feedback via your Google Form Workflow detects new submission within 1 minute automatically AI analyzes feedback content to identify most impactful statements Testimonial quote is extracted and formatted for marketing use Quote is saved to database with customer details and timestamp Marketing team receives email with new testimonial content 💡 Use Case Examples SaaS Company: Automatically extract user success quotes from feature feedback surveys for website testimonials E-commerce Store: Turn product review submissions into powerful testimonial quotes for product pages and ads Healthcare Practice: Extract patient satisfaction quotes from feedback forms for website and marketing materials Consulting Firm: Convert client project feedback into testimonials highlighting business transformation results 📈 Expected Results 300% increase** in testimonial collection vs manual methods 90% time savings** on testimonial creation and organization 50% improvement** in marketing content authenticity 25% boost** in conversion rates using extracted testimonials Unlimited scalability** as feedback volume grows 🛠️ Setup & Support Quick Deployment: Complete setup in 20 minutes with included guide Pre-Built Prompts: AI extraction prompts optimized for different industries Template Library: Ready-to-use feedback forms and testimonial layouts Video Tutorial: Complete walkthrough from setup to first extracted testimonial 📞 Get Help & Learn More 🎥 Free Video Tutorials YouTube Channel: https://www.youtube.com/@YaronBeen/videos Complete setup and configuration guide 💼 Professional Support LinkedIn: https://www.linkedin.com/in/yaronbeen/ Connect for testimonial marketing strategy consulting Share your social proof automation success stories Access exclusive templates for different business types 📧 Direct Support Email: Yaron@nofluff.online Technical setup assistance and customization help AI prompt optimization for your specific business Integration with existing marketing and CRM systems Response within 24 hours

4 nodes415 views

Get all orders in Squarespace to Google Sheets

by bangank36

This workflow retrieves all Squarespace Orders and saves them into a Google Sheets spreadsheet using the Squarespace Commerce API. It uses pagination to ensure all orders are collected efficiently. How It Works The workflow queries your Squarespace Orders API. It fetches data in paginated batches and inserts them into Google Sheets. The Global node is used to configure API parameters dynamically, allowing users to set date filters, pagination, and fulfillment status. The workflow runs on demand or on a schedule, ensuring your data stays up to date. Parameters This workflow allows you to customize the API request using the Global node settings: api-version** (string, required) – The current API version (see Squarespace Orders API documentation). modifiedAfter**={a-datetime} (string, conditional) – Fetch orders modified after a specific date (ISO 8601 format). modifiedBefore**={b-datetime} (string, conditional) – Fetch orders modified before a specific date (ISO 8601 format). cursor**={c} (string, conditional) – Used for pagination, cannot be combined with other filters. fulfillmentStatus**={status} (optional, enum) – Filter by fulfillment status: PENDING, FULFILLED, or CANCELED. maxPage** – Set -1 to enables infinite pagination to fetch all available orders. Requirements Credentials To use this workflow, you need: Squarespace API Key – Retrieve from your Squarespace settings. Google Sheets API credentials – Required to insert data into a spreadsheet. Google Sheets Setup Use the Squarespace order export feature to create a reference sheet. Google Sheets template is available Who Is This For? This workflow is designed for: Squarespace store owners exporting orders for tax reports, analytics, or sales tracking. Businesses automating order data retrieval for external reporting. Anyone needing an efficient way to extract Squarespace order data without manual effort. Explore More Templates Get all orders in Shopify to Google Sheets Sync Shopify customers to Google Sheets + Squarespace compatible csv 👉 Check out my other n8n templates

Analyze Images from Forms using GPT-4o-mini Vision and Deliver to Telegram

by David Olusola

This workflow analyzes images submitted via a form using OpenAI Vision, then delivers the analysis result directly to your Telegram chat. ✅ Use case examples: • Users submit screenshots for instant AI interpretation • Automated document or receipt analysis with Telegram delivery • Quick OCR or image classification workflows ⸻ ⚙️ Setup Guide Form Submission Trigger • Connect your form app (e.g. Typeform, Tally, or n8n’s own webhook form) to the On form submission trigger node. • Ensure it sends the image file or URL as input. OpenAI Vision Analysis • In the OpenAI node, select Analyze Image operation. • Provide your OpenAI API key and configure the prompt to instruct the model on what to analyze (e.g. “Describe this receipt in detail”). Set Telegram Chat ID • Use this manual node to input your Telegram Chat ID for delivery. • Alternatively, automate this with a database lookup or user session if building for multiple users. Telegram Delivery Node • Connect your Telegram Bot to n8n using your bot token. • Set up the sendMessage operation, using the analysis result from the previous node as the message text. Testing • Click Execute workflow. • Submit an image via your form and confirm it delivers to your Telegram as expected.

🤖AI & Machine Learning

beginner

2 nodes247 views

Build a PDF-Based RAG System with OpenAI, Pinecone and Cohere Reranking

by Aji Prakoso

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow provides a complete, ready-to-use template for a Retrieval-Augmented Generation (RAG) system. It allows you to build a powerful AI chatbot that can answer questions based on the content of PDF documents you provide, using a modern and powerful stack for optimal performance. Good to know Costs:** This workflow uses paid services (OpenAI, Pinecone, Cohere). Costs will be incurred based on your usage. Please review the pricing pages for each service to understand the potential expenses. Video Tutorial (Bahasa Indonesia):** For a step-by-step guide on how this workflow functions, you can watch the accompanying video tutorial here: N8N Tutorial: Membangun Chatbot RAG dengan Pinecone, OpenAI, & Cohere How it works This workflow operates in two distinct stages: 1. Data Ingestion & Indexing: It begins when a .pdf file is uploaded via the n8n Form Trigger. The Default Data Loader node processes the PDF, and the Recursive Character Text Splitter breaks down the content into smaller, manageable chunks. The Embeddings OpenAI node converts these text chunks into vector embeddings (numerical representations). Finally, the Pinecone Vector Store node takes these embeddings and stores (upserts) them into your specified Pinecone index, creating a searchable knowledge base. 2. Conversational AI Agent: A user sends a message through the Chat Trigger. The AI Agent receives the message and uses its VectorDB tool to search the Pinecone index for relevant information. The Reranker Cohere node refines these search results, ensuring only the most relevant context is selected. The user's original question and the refined context are sent to the OpenAI Chat Model (gpt-4.1), which generates a helpful, context-aware answer. The Simple Memory node maintains conversation history, allowing for natural, multi-turn dialogues. How to use Using this workflow is a two-step process: Populate the Knowledge Base: First, you need to add documents. Trigger the workflow by using the Form Trigger and uploading a PDF file. Wait for the execution to complete. You can do this for multiple documents. Start Chatting: Once your data has been ingested, open the Chat Trigger's interface and start asking questions related to the content of your uploaded documents. The Form Trigger is just an example. Feel free to replace it with other triggers, such as a node that watches a Google Drive or Dropbox folder for new files. Requirements To run this workflow, you will need active accounts and API keys for the following services. OpenAI Account & API Key:** Function: Powers text embedding and the final chat generation. Required for the Embeddings OpenAI and OpenAI Chat Model nodes. Pinecone Account & API Key:** Function: Used to store and retrieve your vector knowledge base. Required for the Pinecone Vector Store and VectorDB nodes. You also need to provide your Pinecone Environment. Cohere Account & API Key:** Function: Improves the accuracy of your chatbot by re-ranking search results for relevance. Required for the Reranker Cohere node. Customising this workflow This template is a great starting point. Here are a few ways you can customize it: Change the AI Personality:* Edit the *System Message** in the AI Agent node to change the bot's behavior, tone, or instructions. Use Different Models:** You can easily swap the OpenAI model for another one (e.g., gpt-3.5-turbo for lower costs) in the OpenAI Chat Model node. Adjust Retrieval:** In the VectorDB tool node, you can modify the Top K parameter to retrieve more or fewer document chunks to use as context. Automate Ingestion:** Replace the manual Form Trigger with an automated one, like a node that triggers whenever a new file is added to a specific cloud storage folder.

Create a Slack AI Chatbot with Threads & Thinking UI using OpenRouter & Postgres

by James Francis

Overview Slack quietly released an update to their API that allows developers to build "AI Apps & Agents", which is a special classification of apps that have access to several special capabilities including: Multiple simultaneous chat threads with one user Loading "three dots" UI while your agent is thinking Option for users to pin your app to their top bar for quick chat access This workflow demonstrates how to build a Slack agent that takes advantage of all of these features. For a full video walkthrough of this workflow, watch this YouTube tutorial. Setup Instructions All of the below steps are required for this workflow to function properly unless otherwise noted. Create a Slack App Visit api.slack.com and click "Your Apps" Create a new app from scratch and follow the setup instructions In the Agents & AI Apps tab, enable the toggle and give your app a brief description In the OAuth & Permissions tab, enable the following bot token scopes: assistant:write chat:write channels:read im:history Install the app into your workspace and grant the requested permissions In your Slack workspace, right click your app's name in the sidebar, click "View app details", and make note of your apps Channel ID - you'll need this later. Copy your app's Bot User OAuth Token - you'll need that to create your n8n credentials In the Event Subscriptions tab, enable events and paste the workflows PRODUCTION webhook url (from this workflow's trigger node) into the input. In the same tab under "Susbcribe to bot events", select message.im Create a Postgres database In order to save the chat history and give your agent a working memory, you'll need your own Postgres database. You can use Supabase, Neon, or any other Postgres database provider. Once you've added your database's credentials to n8n, you can select those credentials in the Postgres Chat Memory node. This worklow saves all chat history in a table called chat_histories, but you name the table whatever you want. Create n8n Credentials You'll need to create the following credentials: Slack API. Use your Bot User OAuth Token referenced above. Bearer Auth. Use the same Bot User OAuth Token. Postgres. Use the connection string or config from your database provider. OpenRouter (or any other LLM model for the agent's model node) Wire Everything Up Now that you've created your Slack app, have your Postgres database, and have created credentials, follow these steps to wire up your workflow: In the "On Message Received" trigger, use your Slack API credential and enter your apps Channel ID in the "Channel To Watch" field. In the "Set Thinking Status" node, use your Bearer Auth credential. In the "Postgres Chat Memory" node, use your Postgres credential. In the "Send Reply" node, use your Slack API credential. Using the Chatbot Once you've completed the setup process and added in your credentials, you'll have a fully functional Slack chatbot complete with threads, loading UI, and the ability to pin your app to your workspace's top bar. Taking the Next Steps Now that this skeleton app is in place, it's up to you to add horsepower to the AI agent at the center of it all. Customize the prompts and add whatever tools you'd like. The sky is the limit! If you have any questions or feedback about this workflow, or would like me to build custom workflows for your business, email me at n8n@paperjam.agency.

5 nodes28 views

Automated Product Inquiry Responder with GPT-4 and Google Sheets

by Dmytro

AI-Powered Product Assistant for E-commerce Transform your online store customer service with an intelligent AI assistant that automatically processes customer inquiries, searches your product database, and provides personalized responses about product availability, pricing, and specifications. Perfect for shoe stores, fashion retailers, and any business with extensive product catalogs - this workflow eliminates manual customer service while increasing response speed and accuracy. How it works Customer sends product inquiry via webhook (Instagram DM, website chat, or messaging app) AI extracts key product details (brand, model, size, color) from natural language text System searches your Google Sheets product database with smart filtering AI generates friendly, personalized response with availability, pricing, and stock information Automatic response sent back to customer with product details or alternatives Screenshots: Customer inquiry: "Do you have Nike Air Max 40 size?" AI response: "Nike Air Max 90, size 40 - in stock 3 pieces, price 120$" Set up steps Prepare your product database - Create Google Sheets with columns: Brand, Model, Size, Color, Price, Quantity Configure AI settings - Connect OpenAI API for natural language processing Set up webhook endpoint - Configure trigger for your messaging platform (Instagram, Telegram, website chat) Test with sample inquiries - Verify AI correctly parses requests and finds products Deploy and monitor - Launch your automated assistant and track performance Time investment: 30-45 minutes setup, works immediately with any product catalog up to 1000+ items.

🤖AI & Machine Learning

4 nodes23 views

Generate Personalized Marketing Emails from Google Sheets with Llama AI

by Oneclick AI Squad

An AI-powered email marketing automation workflow that generates personalized marketing emails using data from Google Sheets and delivers them directly to clients. This workflow combines the power of AI content generation with spreadsheet-based campaign management for seamless email marketing automation. What's the Goal? Automatically pull marketing offer details from Google Sheets (Sheet 1) Fetch client information from Google Sheets (Sheet 2) Use AI to generate compelling, personalized marketing content Format emails with professional structure and personalization Send targeted marketing emails directly to clients Enable scalable email marketing campaigns with minimal manual effort By the end, you'll have a fully automated email marketing system that creates and sends personalized campaigns based on your spreadsheet data. Why Does It Matter? Manual email marketing is labor-intensive and lacks personalization at scale. Here's why this workflow is a game changer: Zero Manual Drafting**: AI generates unique content for each recipient Data-Driven Personalization**: Leverages spreadsheet data for targeted messaging Scalable Campaigns**: Handle hundreds of clients with a single workflow execution Consistent Quality**: AI ensures professional, engaging content every time Time Efficiency**: Transform hours of work into minutes of automation Cost-Effective**: Reduce marketing team workload while increasing output Think of it as your intelligent marketing assistant that creates personalized campaigns at enterprise scale. How It Works Here's the step-by-step process behind the automation: Step 1: Track Offer Updates Node**: Track Offer Sheet Updates (Sheet 1) Function**: Monitor Google Sheets for new marketing offers or updates Trigger**: Automatically activates when new data is added to Sheet 1 Step 2: Generate Marketing Content Node**: Generate Marketing Content with AI Function**: Process offer details through AI model (Llama 3.2) Process**: Creates compelling marketing copy based on offer parameters Step 3: Fetch Client Information Node**: Fetch Client List (Sheet 2) Function**: Retrieve client names and email addresses from Sheet 2 Data**: Pulls client_name and client_email for personalization Step 4: Content Personalization Node**: Format Personalized Email Function**: Combine AI-generated content with client-specific data Output**: Creates personalized email for each recipient Step 5: Email Delivery Node**: Send Marketing Email to Client Function**: Deliver personalized emails directly to client inboxes Method**: Uses Gmail integration for professional delivery Google Sheets Structure Sheet 1: Marketing Offer Details | Column | Description | Example | |--------|-------------|---------| | title | Campaign/offer name | "Summer Sale 2024" | | discount | Discount percentage or amount | "25% OFF" | | validity | Offer expiration date | "Valid until July 31st" | | products_included | Items covered by offer | "All summer collection" | | original_price | Pre-discount pricing | "$199.99" | | discounted_price | Final pricing | "$149.99" | | cta | Call-to-action text | "Shop Now" | | bonus | Additional incentives | "Free shipping included" | Sheet 2: Client Information | Column | Description | Example | |--------|-------------|---------| | client_name | Customer's full name | "John Smith" | | client_email | Customer's email address | "john.smith@email.com" | How to Use the Workflow Prerequisites Google Sheets Setup: Create two sheets with the required column structure n8n Account: Access to n8n workflow platform Gmail API: Gmail account with API access configured AI Model Access: Llama 3.2 API credentials Importing the Workflow in n8n Step 1: Obtain the Workflow JSON Download the workflow file or copy the JSON code Ensure you have the complete workflow configuration Step 2: Access n8n Workflow Editor Log in to your n8n instance (Cloud or self-hosted) Navigate to the Workflows section Click "Add Workflow" to create a new workflow Step 3: Import the Workflow Option A: Import from Clipboard Click the three dots (⋯) in the top-right corner Select "Import from Clipboard" Paste the JSON code into the text box Click "Import" to load the workflow Option B: Import from File Click the three dots (⋯) in the top-right corner Select "Import from File" Choose the .json file from your computer Click "Open" to import the workflow Configuration Setup Google Sheets Integration Authenticate Google Sheets: Connect your Google account in n8n Configure Sheet 1: Set spreadsheet ID and range for marketing offers Configure Sheet 2: Set spreadsheet ID and range for client information AI Model Configuration Set API Credentials: Configure Llama 3.2 API key and endpoint Customize Prompts: Adjust AI prompts for your brand voice and style Set Content Parameters: Define content length, tone, and structure Gmail Integration Gmail API Setup: Enable Gmail API in Google Cloud Console OAuth Configuration: Set up OAuth credentials for email sending Sender Configuration: Configure sender name and email address Content Customization Email Templates: Customize email structure and branding Personalization Fields: Map spreadsheet columns to email variables Brand Guidelines: Set company colors, fonts, and messaging tone Workflow Execution Manual Execution Click "Execute Workflow" in the n8n interface Monitor execution progress through each node Review generated content and delivery status Automated Execution Set up triggers based on sheet updates Configure scheduling for regular campaign runs Enable webhook triggers for real-time processing Best Practices Data Management Keep spreadsheet data clean and formatted consistently Regular validation of email addresses in Sheet 2 Update offer details promptly in Sheet 1 Content Quality Review AI-generated content periodically Adjust prompts based on campaign performance Maintain consistent brand voice across campaigns Deliverability Monitor email bounce rates and engagement metrics Maintain clean email lists with valid addresses Follow email marketing best practices and regulations Performance Optimization Batch process large client lists for efficiency Monitor workflow execution times Implement error handling and retry mechanisms Troubleshooting Common Issues Authentication Errors**: Verify API credentials and permissions Sheet Access**: Ensure proper sharing permissions for Google Sheets Email Delivery**: Check Gmail API quotas and sending limits AI Processing**: Monitor API rate limits and response times Error Handling Implement retry logic for failed operations Set up notification systems for workflow failures Maintain backup data sources for critical campaigns Security Considerations Use environment variables for API keys and credentials Implement proper access controls for sensitive data Regular security audits of connected services Compliance with data protection regulations (GDPR, CAN-SPAM) Conclusion This Smart Email Marketing Generator transforms your marketing campaigns from manual, time-consuming tasks into automated, intelligent processes. By leveraging AI and spreadsheet data, you can create personalized, engaging campaigns that scale with your business needs while maintaining professional quality and consistency. The workflow represents a significant advancement in marketing automation, combining the accessibility of spreadsheet-based data management with the power of AI-driven content generation and automated delivery systems.

5 nodes4 views

AI Premium Proposal Generator with OpenAI, Google Slides & PandaDoc

by Nick Saraev

AI Proposal Generator System Categories* Sales Automation Document Generation AI Business Tools This workflow creates a complete AI-powered proposal generation system that transforms simple form inputs into professional, personalized proposals in under 30 seconds and can be deployed during live sales calls, allowing you to send polished proposals before the call even ends. Benefits* Instant Proposal Generation - Convert 30-second form inputs into professional proposals automatically High-Value Business Tool - Generates $1,500-$5,000 per client implementation Live Sales Integration - Generate and send proposals during active sales calls Complete Automation Pipeline - From form submission to email delivery with zero manual work Professional Presentation - Produces proposals indistinguishable from manually crafted documents Dual Platform Support - Works with both Google Slides (free) and PandaDoc (premium) integration How It Works* Smart Form Interface: Simple N8N form captures essential deal information Collects prospect details, problems, solutions, scope, timeline, and budget Designed for rapid completion during live sales conversations Advanced AI Processing: Uses sophisticated GPT-4 prompting with example-based training Converts basic form inputs into professionally written proposal sections Applies consistent tone, formatting, and business language automatically Dynamic Document Generation: Creates duplicate proposal templates for each new prospect Replaces template variables with AI-generated personalized content Maintains professional formatting and visual consistency Automated Email Delivery: Sends personalized email with proposal link immediately after generation Includes professional messaging and clear next steps Optionally includes invoice for immediate payment processing Premium PandaDoc Integration: Advanced version includes built-in payment processing Combines proposal, agreement, and invoice in single document Enables immediate signature and payment collection Business Use Cases* Service-Based Businesses - Generate proposals for consulting, agencies, and professional services Automation Agencies - Offer proposal generation as a high-value service to clients Sales Teams - Accelerate proposal creation and improve close rates Freelancers - Professionalize client interactions with instant custom proposals Consultants - Streamline business development with automated proposal workflows B2B Companies - Scale personalized proposal generation across entire sales organization Difficulty Level: Intermediate Estimated Build Time: 2-3 hours Monthly Operating Cost: $20-150 (depending on Google Slides vs PandaDoc) Watch My Complete Live Build* Want to see me build this entire $2,485 proposal system from scratch? I walk through every component live - including the AI prompting strategies, form design, Google Slides integration, and the advanced PandaDoc setup that enables payment collection. 🎥 See My Live Build Process: "I Built A $2,485 AI Proposal Generator In N8N (Copy This)" This comprehensive tutorial shows the real development process - including advanced AI prompting, template design, API integrations, and the exact pricing strategy that generates $1,500-$5,000 per client. Required Template Setup* Google Slides Template: Create a professional proposal template with these variable placeholders (wrapped in double curly braces): {{proposalTitle}} - Main proposal heading {{descriptionName}} - Project subtitle/description {{oneParagraphProblemSummary}} - Problem analysis section {{solutionHeadingOne}}, {{solutionHeadingTwo}}, {{solutionHeadingThree}} - Solution titles {{shortScopeTitleOne}} through {{shortScopeTitleThree}} - Scope sections {{milestoneOneDay}} through {{milestoneFourDay}} - Timeline milestones {{cost}} - Project pricing Form Field Requirements: The N8N form must include these exact field labels: First Name, Last Name, Company Name, Email, Website Problem (textarea) - Client's current challenges Solution (textarea) - Your proposed approach Scope (textarea) - Specific deliverables Cost - Project pricing How soon? - Timeline expectations PandaDoc Setup (Premium): Configure PandaDoc template with token placeholders matching the AI-generated content structure. Template must include pricing tables and signature fields for complete proposal-to-payment automation. Set Up Steps* Form Design & Integration: Create N8N form with optimized fields for proposal generation Design form flow for rapid completion during sales calls Configure form triggers and data validation AI Content Generation Setup: Configure OpenAI API for sophisticated proposal writing Implement example-based training with input/output pairs Set up JSON formatting for structured content generation Google Slides Integration (Free Version): Create professional proposal templates with variable placeholders Set up Google Cloud Console API access and credentials Configure template duplication and text replacement workflows Email Automation Setup: Configure Gmail integration for automated proposal delivery Design professional email templates with proposal links Set up dynamic content insertion and personalization PandaDoc Integration (Premium Version): Set up PandaDoc API for advanced document generation Configure payment processing and signature collection Implement proposal-to-payment automation workflows Testing & Quality Control: Test complete workflow with various proposal scenarios Validate AI output quality and professional presentation Optimize form fields and content generation based on results Advanced Features* Premium system includes: Payment Processing Integration: Collect payments immediately after proposal acceptance Digital Signature Collection: Streamline agreement execution with electronic signatures Custom Branding: Apply company branding and visual identity automatically Multi-Template Support: Generate different proposal types based on service offerings CRM Integration: Automatically sync proposal data with existing sales systems Why This System Works* The competitive advantage lies in speed and professionalism: 30-second generation time vs. hours of manual proposal writing Professional presentation that matches or exceeds manual proposals Live sales integration - send proposals during active conversations Consistent quality - eliminates human error and formatting inconsistencies Immediate follow-up - maintain sales momentum with instant delivery System Architecture* The workflow follows a simple but powerful 6-step process: Form Trigger - Captures essential deal information AI Processing - Converts inputs to professional content Template Duplication - Creates unique document for each prospect Content Replacement - Populates template with AI-generated content Email Delivery - Sends proposal with professional messaging Payment Collection (PandaDoc) - Enables immediate signature and payment Check Out My Channel* For more high-value automation systems and proven business-building strategies, explore my YouTube channel where I share the exact systems used to build successful automation businesses and scale to $72K+ monthly revenue.

5 nodes1414 views

Daily Financial News Summary with Ollama LLM - Automated Email Report

by Oneclick AI Squad

This workflow auto-fetches top financial headlines, cleans the content, and uses AI to summarize it into a short investor-friendly email. Good to know The workflow runs daily and relies on stable webpage access; check the URL (e.g., https://www.ft.com/) for availability. AI costs may apply depending on the LLM model used (e.g., GPT-4 or Gemini); refer to provider pricing. How it works Trigger the workflow daily with the Schedule Daily Trigger node. Fetch financial news from a webpage using the Fetch Webpage News node. Add a Delay to Ensure Page Load node to ensure content is fully loaded. Extract and clean headlines with the Extract News Headlines & Clean Extracted Data node. Process the data with the LLM Chat Model node to generate a summary. Send the summarized report via email using the Email Daily Financial Summary node. How to use Import the workflow into n8n and configure the nodes with your webpage URL and email credentials. Test the workflow to verify content fetching and email delivery. Requirements Webpage access (e.g., financial news site API or RSS) Email service (e.g., SMTP or API) LLM model credentials (e.g., GPT-4 or Gemini) Customising this workflow Adjust the Fetch Webpage News node to target different news sources or modify the LLM Chat Model prompt for a different summary style.

5 nodes644 views

🎓 Learn Code Node (JavaScript) with an Interactive Hands-On Tutorial

by Lucas Peyrin